Institutional Ownership Westlake Corp (WLK)
This table provides information about the institutional ownership of Westlake Corp (WLK). We have compiled data on the 351 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
26
shares
|
$1,626
0.0% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
25
shares
|
$1,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
23
shares
|
$1,438
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
23
shares
|
$1,438
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
18
shares
|
$1,126
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
18
shares
|
$1,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
17
shares
|
$1,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
17
shares
|
$1,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
17
shares
|
$1,063
0.0% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
15
shares
|
$938
0.0% of portfolio
|
Q3 2025
Reduced 69.39%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
15
shares
|
$938
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
14
shares
|
$875
0.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
11
shares
|
$688
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
11
shares
|
$688
0.0% of portfolio
|
Q2 2025
Reduced 90.83%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
9
shares
|
$563
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
8
shares
|
$500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8
shares
|
$500
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7
shares
|
$437
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7
shares
|
$437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
5
shares
|
$312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5
shares
|
$312
0.0% of portfolio
|
Q2 2025
Reduced 96.93%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$250
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$250
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
4
shares
|
$250
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
4
shares
|
$250
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|